Meritage Diversified Fixed Income Portfolio

Category: Fixed Income Funds
Fund Code
NBC7520
NAV (01/06/2025)
$8.01 CAD
YTD (11/30/2024)
4.10%
Net assets (11/30/2024)
$37.71 M
MER (11/30/2024)
1.76%
Inception date
October 29, 2013

Portfolio manager(s)

Managed by:

Performance

Annualized Returns
As of November 30, 2024
Period Fund
1 month ↑ 1.25%
3 months ↑ 1.63%
6 months ↑ 5.14%
1 year ↑ 7.54%
3 years ↓ 0.60%
5 years ↑ 0.12%
10 years ↑ 1.23%
Since Inception ↑ 1.57%
Calendar Returns
As of November 30, 2024
Bar chart showing the calendar returns for the fund nbc7520 for the last five years and cumulative-9%-6%-3%0%3%6%20202021202220232024YTD6.856.56-2.28-11.465.394.10
Growth of $10,000
As of November 30, 2024

Quick Facts

As of 01/06/2025
Fund volatility Low
Investment horizon At least one year
Minimum investment $500 CAD
Subsequent investment $50 CAD
Green check mark Systematic investment
Green check mark RRSP eligibility
Green check mark Open to invest

Documents

No documents available